Winslow Evans & Crocker’s Weyerhaeuser WY Stock Holding History

Winslow Evans & Crocker’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$88K	Buy	2,620 +1,620	+162%	+$48.7K	0.02%	469
2020 Q3	$29K	Buy	+1,000	New	+$27.5K	0.01%	559
2017 Q3	–	Sell	-500	Closed	-$16.8K	–	1259
2017 Q2	$16.8K	Hold	500	–	–	﹤0.01%	786
2017 Q1	$17K	Sell	500 -2,692	-84%	-$87.6K	0.01%	766
2016 Q4	$96K	Hold	3,192	–	–	0.03%	410
2016 Q3	$102K	Hold	3,192	–	–	0.03%	403
2016 Q2	$95K	Hold	3,192	–	–	0.03%	394
2016 Q1	$98.9K	Buy	3,192 +1,992	+166%	+$53.2K	0.03%	370
2015 Q4	$36K	Hold	1,200	–	–	0.01%	597
2015 Q3	$32.8K	Hold	1,200	–	–	0.01%	590
2015 Q2	$37.8K	Hold	1,200	–	–	0.01%	611
2015 Q1	$39.8K	Sell	1,200 -810	-40%	-$28.4K	0.01%	588
2014 Q4	$72.1K	Hold	2,010	–	–	0.02%	471
2014 Q3	$64K	Hold	2,010	–	–	0.02%	508
2014 Q2	$66.5K	Hold	2,010	–	–	0.02%	446
2014 Q1	$59K	Hold	2,010	–	–	0.02%	455
2013 Q4	$63K	Buy	+2,010	New	+$60.1K	0.02%	477

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return